DFX Intelligence
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Firm absorbed
3 advisors left A••••••• I••••••••• P••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Magor Deel | Jericho, Ny | Dec 19, 2022 | Jul 10, 2025 |
| Brett Lawrence Goldstein | Jericho, Ny | Dec 19, 2022 | Jul 10, 2025 |
| John Charles L'Abbate | Jericho, Ny | Dec 19, 2022 | Jul 10, 2025 |
The rule
- Registrations ended
- Dec 19, 2022
- Registered next
- Jul 10, 2025
- Branch state
- NY
- Cities
- 1, most in Jericho, Ny
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape